Being both a Chartered Financial Planner, and Fellow of The Personal Finance Society, I am proudly amongst the most qualified Financial Advisers in the UK. I have also completed the PIMFA ESG academy and have significant experience with Ethical and Sustainable investments. This provides peace of mind that I have gone above and beyond the minimum requirements, through many rigorous examinations and industry experience, to ensure that your financial matters are dealt with by a highly qualified professional.
Nothing is more valuable to me than the satisfaction of my clients, and the relationships we build. The fact that my clients are pleased with my work and are happy to leave me reviews, and refer their friends and family to me is the biggest reward of all. Please visit my Google listing to read some testimonials from people I’ve worked with.
Down to Earth
Down to earth, friendly and jargon free is the way I like to conduct my business. We will work together to get your finances in good shape, with open and honest discussions, where you control the pace. When many people think of Financial Advisers, many might think of them as a bit ‘stuffy’, ‘slick’, ‘flashy’ or ‘pushy’. Whilst they are still out there, you certainly won’t get that from me. I like to make the process easier to understand and more comfortable, not more difficult!